TrustRadius Insights
ServeCircle has proven to be a valuable tool for service engineers and technicians, providing them with clear instructions on the tasks …
Starting at $20 per year
View PricingOverview
What is ServeCircle?
ServeCircle is a software solution designed specifically for businesses in the sales, services, and repairs industry. It offers a range of features to efficiently manage operations, from job sheet creation and service management to inventory control and billing. ServeCircle is targeted at small to medium-...
Recent Reviews
Leaving a review helps other professionals like you evaluate Customer Relationship Management (CRM) Software
Be the first one in your network to review ServeCircle, and make your voice heard!
Get StartedPricing
Basic
$20
Cloud
per year
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is ServeCircle?
ServeCircle is a software solution designed specifically for businesses in the sales, services, and repairs industry. It offers a range of features to efficiently manage operations, from job sheet creation and service management to inventory control and billing. ServeCircle is targeted at small to medium-sized businesses, including service centers, repair shops, AMC (Annual Maintenance Contract) businesses, sales businesses, and inventory management businesses.
Key Features
All In One Platform: ServeCircle provides a comprehensive services and repairs business operations management solution. It allows users to create job sheets, manage services, and generate invoices, aiming to simplify and streamline various aspects of the business.
Unlimited branches and users: ServeCircle offers the ability to set up multiple branches and create unlimited users with just a single license. The vendor claims that this feature is particularly beneficial for businesses with multiple branches or those looking to offer franchise opportunities.
Mobile app: ServeCircle provides a mobile application that allows managers, technicians, and front desk executives to complete assigned tasks and stay updated with real-time information. The vendor states that this feature enables users to stay connected to their business on the go.
Carry In, Onsite & Pickup options: ServeCircle offers three service options to cater to different customer needs. Carry In Services cover job sheet generation, initial inspection, service, and billing for customers who visit the service center. Onsite Services handle request generation, technician assignment, inspection, service, and billing for services provided at the customer's location. Pickup Services manage request generation, pickup assignment, product receipt, inspection, service, billing, and delivery for pickup-delivery repair services.
SMS & Email Updates: According to the vendor, ServeCircle allows users to keep customers informed with proactive status updates through SMS and email. Users can send job sheet creation, service completion, and delivery confirmation messages and emails, aiming to minimize paper transactions.
Reports: ServeCircle offers comprehensive reporting features to provide insights into the business. Users can generate service reports, billing reports, collection reports, and more to understand, manage, and enhance business growth, according to the vendor.
Integrated Inventory: ServeCircle seamlessly integrates services with inventory management, allowing users to keep track of spare parts usage in each repair. The vendor claims that users can also sell products from their inventory and maintain a complete history of each sale.
Stock management: ServeCircle provides stock management features to efficiently handle inventory. Users can define products and variants, categorize and subcategorize them systematically, and easily manage stock inwards, corrections, damages, and inter-branch transfers, according to the vendor.
Batch segregation: According to the vendor, ServeCircle allows users to maintain different batches and prices for single product variants. This feature enables users to pick and choose specific batches during sales or services, aiming to ensure accurate tracking and management.
Stock transfers: ServeCircle offers a stock transfer functionality that allows users to transfer stocks between multiple branches with ease. According to the vendor, this feature simplifies the process and ensures efficient inventory management.
ServeCircle Features
- Supported: Reporting/Analytics
- Supported: Social Media Integration
- Supported: Workflow Management
ServeCircle Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
Comparisons
Compare with
Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
ServeCircle has proven to be a valuable tool for service engineers and technicians, providing them with clear instructions on the tasks they need to perform through their mobile apps. Users have appreciated how this software has significantly reduced management costs and saved time by enabling engineers and technicians to arrive at the office fully prepared for their day's work. With ServeCircle, service professionals are able to access all the necessary information and instructions on their mobile devices, eliminating the need for manual communication or searching for physical job sheets.
One of the standout use cases of ServeCircle is its contribution to overall customer satisfaction. By systematically acknowledging the receipt of support service calls and providing regular updates, this software helps keep customers informed and reassured throughout the service process. In addition, ServeCircle excels in converting manually typed job sheets into a proper format with detailed information about problems and repair costs. This organized documentation impresses customers and enhances their trust in the quality of service provided.
Another valuable feature of ServeCircle is its invoice tracking functionality. Users find it easy to keep track of invoices using this software, ensuring that no payments slip through the cracks or fall into disarray. By providing a streamlined system for invoice management, ServeCircle helps users maintain accurate financial records and ensures that every transaction is accounted for.
Overall, ServeCircle offers a range of practical use cases that have proven to be beneficial for service engineers, technicians, and their customers alike. From providing clear task instructions on mobile devices, improving communication with customers through regular updates, organizing job sheet documentation, to simplifying invoice tracking, ServeCircle has become an essential tool that streamlines processes and enhances efficiency in the field service industry.
Easy to use and clear record-keeping capabilities: Several users have found ServeCircle to be easy to use and have appreciated its clear record-keeping capabilities. They have mentioned that the software allows them to easily manage their service tasks and keep track of important information without any confusion or complexity.
Valuable mobile phone apps for service engineers: Many reviewers have highlighted the value of ServeCircle's mobile phone apps, which allow service engineers to access and work on tasks conveniently. This feature has been praised for enabling engineers to stay connected and productive while on the go, improving overall efficiency in handling service operations.
Instant SMS and email alerts: The instant SMS and email alerts provided by ServeCircle have been highly appreciated by users. These notifications keep customers well-informed about important updates such as registration, work completion, and job delivery. Users have noted that this feature enhances communication with customers, ensuring a smooth and transparent experience throughout the service process.
Limited Offline Access: Some users have expressed frustration with the software's dependency on an internet connection, stating that it can be difficult to access data when the internet is down.
Lack of User-Friendly Inventory Section: Several reviewers have found the Inventory section of the software to be not user-friendly, indicating that it may require improvements in terms of ease of use and navigation.
Missing Field for Rack Number: A common concern raised by users is the absence of a field for entering the rack number where a product for repair is placed. This feature would enhance the software's functionality and improve usability for managing inventory efficiently.